Obermeyer Wood Recognized in Barron’s, Forbes, and Working Mother Magazine

We are excited to share that Wally Obermeyer, Ali Phillips, Dana Nightingale, on behalf of our team, were recently received recognition in Barron's, Forbes, and Working Mother Magazine.

In September, Obermeyer was ranked No. 49 in the nation and No. 1 in Colorado in Barron's annual Top 100 Independent Advisors ranking. This is the sixth straight year he has appeared on this prestigious list, which considers both quantitative and qualitative factors in determining award recipients.

Later in the month, Dana Nightingale was named to the Forbes and SHOOK Research list of Top Next-Generation Advisors for the fifth consecutive year. This year, Dana was chosen out of nearly 3,000 nominees and ranked No. 86 in the country and No. 1 in Colorado. We are incredibly proud of this recognition because it demonstrates our keen focus on working with Gen Xers, millennials, and multigenerational families who see the benefit of including their adult children in conversations about wealth.

Finally, October's Working Mother Magazine featured its ranking of Top Wealth Advisor Moms. Our firm was honored to have both Ali Phillips and Dana Nightingale recognized on this annual list. Phillips was ranked number 13 in the country, and our firm was the second-highest-ranked independent advisor in the ranking that features 500 mothers working in financial advising. 

We are humbled by these recognitions and believe that they reflect the collective efforts of everyone at Obermeyer Wood. We also know that none of this would be possible without our clients’ partnership and support, for which we are grateful.